Everyone has different goals and desires for their financial portfolio, and those needs can change over time. Chances are you have different retirement goals than you did 20 years ago — the same can be said for the amount of risk you’re willing to take in the marketplace. The closer you near to retirement, you may want to take fewer risks with your portfolio.
Our team can analyze your personal and professional risk profile. Based on in-depth analysis and specific Wessex recommendations, our clients can make informed decisions to mitigate real-world risks to their current, and future, net worth.
Through our risk profile, we’ll help you discover the products and strategies to help create a retirement income that works for your needs.
Fill out the form below for your complimentary copy of Patrick Kelly’s “Stress-Free Retirement”: